Client Onboarding - Complete walkthrough

Video Description

Rachel will cover her full process of onboarding / off-boarding clients including the way she is using Asana to manage the process. 00:00 Intro 02:03 Onboarding tools overview (project management, contracts, communication) 06:03 Project Management with Asana 12:00 Onboarding email 14:30 Welcome pdf 20:10 Contract 22:00 Onboarding clients on Asana 23:14 Kick-off call 23:54 Off-boarding tips 24:23 Final off-boarding call 25:34 Final invoice 25:53 Delivering assets and off-boarding presentation 26:41 Testimonial and feedback form 27:45 Discount for future collaborations and referrals 28:34 Check-in with clients later on 29:30 Overview Tools Mentioned: Flux Notion Template (free) - https://www.flux-academy.com/resources/notion-freelance-hub Asana - https://asana.com/ Learn how to do better web design, charge higher prices, and work with better clients on this free workshop: https://www.flux-academy.com/resources/better-web-design-workshop-registration - Find me on other social media platforms: Instagram: https://www.instagram.com/ransegall/ Twitter: http://twitter.com/ransegall LinkedIn: https://www.linkedin.com/in/ran-segall-0b582a33/ - Gear & Book Recommendations: http://bit.ly/2ohFOuj #webdesign #freelancer #entrepreneurship Thanks for watching the video Client Onboarding - Complete walkthrough!